Annis Gardner Whiting Capital Advisors’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,900	Closed	-$116K	–	819
2024 Q4	$116K	Hold	4,900	–	–	0.03%	259
2024 Q3	$119K	Hold	4,900	–	–	0.03%	270
2024 Q2	$172K	Buy	4,900 +2,921	+148%	+$103K	0.05%	227
2024 Q1	$89.1K	Buy	+1,979	New	+$89.1K	0.03%	295